StocksMSCI

MSCI

MSCI Inc.Financial Services / Financial Data & Stock ExchangesINTACT

MSCI Inc., together with its subsidiaries, provides research-based data, analytics, and indexes, supported by advanced technology worldwide. The Index segment provides indexes for use in various areas of the investment process, including indexed financial products, such as ETFs, mutual funds, annuities, futures, options, structured products, and over-the-counter derivatives; performance benchmarking; portfolio construction and rebalancing; and asset allocation, as well as licenses GICS and GICS Direct. The Analytics segment offers risk management, performance attribution and portfolio management content, application, an integrated view of risk and return service, and an analysis of market, credit, liquidity, counterparty, and climate risk across asset classes; managed services, including consolidation of client portfolio data, review and reconciliation of input data and results, and customized reporting; and HedgePlatform to measure, evaluate, and monitor the risk of hedge fund investments. The Sustainability and Climate segment provides products and services that help institutional investors understand how ESG impacts the long-term risk and return of their portfolio and individual security-level investments; and data, ratings, research, and tools to assist investors navigate increasing regulation. The All Other – Private Assets segment comprises private credit, real estate and infrastructure data, benchmarks, return-analytics, climate assessments and market insights; business intelligence to real estate owners, managers, developers, and brokers; and offers investment decision support tools for private capital. The Private Capital Solutions segment offers tools to help private asset investors across mission-critical workflows, such as sourcing terms and conditions, evaluating operating performance, managing risk and other activities supporting private capital investment. MSCI Inc. was incorporated in 1998 and is based in New York, New York.

Share Price
$554.61
52W: $501.08 - $644.77
DCF Fair Value
$439.79
-26.1% Premium
P/E (TTM)
30.3x
ROIC
42.2%
Operating Margin
56.3%
FCF Yield
3%
Debt / Equity
0.65x
Piotroski Score
6/9
Altman Z-Score
3.06
Market Cap
$40.3B

Price vs. Intrinsic Value Corridor

Overvalued vs DCF ($439.79)

Historical market price overlaid against conservative DCF Fair Value & Benjamin Graham Margin of Safety bands.

Period Return (1Y)
()
Period Range
$ - $
DCF Fair Value
$439.79
MOS Buy Target (-25%)
$329.84
Valuation Overlays:

2-Stage Discounted Cash Flow (DCF) Workbench

Conservative intrinsic value model based on owner cash generation over a 10-year investment horizon. Opens with LocalAlpha's baseline assumptions (matching the fair value shown above) — adjust any input to stress-test.

Current Market Price
$554.61
DCF Fair Value
$439.24
-26.3% Premium
$1,195M
$100M$1,195M (Reported)$50,000M
18.0%
-5%10% (Target)35%
4.5%
0%5%20%
9.0%
6%9% (Standard)15% (High Risk)
2.5%
1% (GDP Floor)2.5% (Inflation)4.0%
$6,100M
-$100B CashBalance Sheet+$150B Debt
10-Yr PV of Cash Flows
$15.5B
PV of Terminal Value
$22.7B
Implied Enterprise Value
$38.2B
Implied Equity Value
$32.1B
YearYr 1Yr 2Yr 3Yr 4Yr 5Yr 6Yr 7Yr 8Yr 9Yr 10
Projected FCF ($M)$1,410$1,664$1,963$2,317$2,734$2,857$2,985$3,120$3,260$3,407
Present Value (PV)$1,294$1,400$1,516$1,641$1,777$1,703$1,633$1,566$1,501$1,439

Benjamin Graham & Buffett Value Models

Classical deep value metrics based on asset backing, normalized earnings power, and owner cash yield.

Graham Number
N/A

Calculated as √(22.5 × EPS × BVPS). The maximum theoretical price a defensive investor should pay based purely on asset book value and current earnings.

Not calculable here: the formula takes a square root of EPS × book value, so it breaks down when trailing earnings (or book value) are negative. A company losing money has no defensive-investor price under Graham's classic test — lean on the DCF and solvency scores instead.

EPS: $18.29BVPS: $-36.99
Revised Graham Formula+14.1%
$645.48

Formula: V = (EPS × (8.5 + 2g) × 4.4) / Y where g is the conservative 7-10 yr growth rate and Y is AAA Bond Yield.

Buffett Owner Earnings2.8% Yield
$15.55 / share

True distributable cash flow: Net Income + D&A - Maintenance CapEx. Reflects the cash Buffett would extract without hurting unit volume.

Total: $1.1BYield: 2.8%

Reverse DCF: Market Growth Expectation

FAIR BARRIER
12.6% CAGR (Next 10 Yrs)

At the current price of $554.61, the market is assuming the business will compound Free Cash Flow at 12.6% per year for the next decade with a 9% hurdle rate.

Value Investor Verdict
ℹ Fair expectations: Requires steady execution.
Autonomous Thesis Underwriting

Surveil MSCI with Mathematical Margin of Safety Rules

Set non-negotiable floor rules for MSCI Inc.. If a newly filed quarterly 10-Q breaks your ROIC floor, operating margin boundary, or balance sheet leverage rules, receive an autonomous breach audit within 15 minutes.

Buffett Quality

ROIC > 15% • Margin > 15% • D/E < 0.5x

Margin Floor Guard

Current Margin 56.3% • Floor > 10%

Solvency Guard

Altman-Z > 2.6 • Current Ratio > 1.5x

Frequently Asked Questions: MSCI Inc. (MSCI) Intrinsic Valuation

Audited fundamentals, DCF intrinsic value sensitivity, and thesis break detection parameters for MSCI Inc..

Based on institutional multi-stage Discounted Cash Flow (DCF) modeling on audited SEC cash flows, MSCI Inc. has an estimated DCF intrinsic fair value of $439.79 per share compared to its current market price of $554.61. This represents an estimated 26.1% premium over fair value. Additionally, its classic Benjamin Graham Number stands at $N/A.

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